See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,769 | $177,572+51.9% | $154,803+74.3% | $142,382+89.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.89% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,411 | $4,810-49.9% | $4,305-44.0% | $4,299-43.9% |
| Participant deferral / active EE | $12,732 | $6,272+103.0% | $5,540+129.8% | $6,507+95.7% |
| Admin fee / account holder | $1,539 | $16,786-90.8% | $14,329-89.3% | $12,624-87.8% |